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Bpm’online Overview & Magento 2 Integration

In the following article, we shed light on the core features and products offered by Bpm’online – a reliable CRM system designed to accelerate operations, maximize agility, and automate various processes. Below, you will discover not only the detailed description of the platform but also the most straightforward way to connect it to your e-commerce store. Although the Magento 2 Bpm’online is not possible by default, we know how to enable it.

Bpm’online Overview

This chapter provides a brief description of the Bpm’online system. Let’s start with its core features.

Features

360° customer view. Create a single database of all accounts and contacts you work with synchronizing it with Magento 2 to create a 360-degree view of your clients. Leverage automatic smart data enrichment to accelerate various management processes related to your CRM data. And don’t forget about a tight connection with social media: with the Magento 2 BPM CRM integration, you can effortlessly find customers on Facebook and Twitter making their profiles complete.

Business process management. With business process management features, you can automate various internal processes as well as leverage process modeling, execution, monitoring, and analysis. Besides, the Magento 2 Bpm’online integration provides you with the ability to use Dynamic Case Management features. Streamline context-based patterns to achieve more successful outcome taming various management processes.

Collaboration tools. Communicate with your team and let your employees communicate with each other with no barriers. The Magento 2 Bpm’online lets you make calls, manage emails, as well as approve contacts. You can also utilize a notification system. Various tasks can be added to a calendar, social networks – integrated into the process of collaboration.

Lead management. The Magento 2 Bpm’online integration lets you capture and track leads. Note that a wide range of sources is supported. However, a single database is utilized to structure all leads. It is also necessary to mention that the system lets you qualify each lead to work with sales-ready leads. Automated leads assignment is possible as well.

Opportunity management. The platform offers precious opportunity tracking capabilities. You can specify tactics for each opportunity, define key decision makers, identify and track competitors, as well as analyze strengths and weaknesses. Complete opportunity history is also a part of the Magento 2 Bpm’online integration.

Orders and invoices. The Magento 2 Bpm’online integration improves the default algorithm of order management. The CRM platform lets you classify orders by account type, stage, budgets, products, etc. Status monitoring is another important feature which is under your disposal. And there is a separate section for order history.

Field sales management. Advanced field force management capabilities enable you to create a schedule of visits, view map with different locations, utilize geo-tags for more precise monitoring, and provide sales reps with the ability to check-in at specific locations. Field sales rules represent another category of opportunities that simplify your daily routine.

Sales forecasting. With the Magento 2 Bpm’online integration, you can forecast sales. The CRM platform lets you leverage variable criteria to achieve this goal. And of course, you get all the tools necessary to analyze progress to achieve your goals.

Contract management. A single contract database lets you manage the corresponding data as well as related specifications and additional agreements. It is also possible to use orders to create contracts. The platform enables you to do that manually or leverage an automated algorithm.

Product management. The Magento 2 Bpm’online integration lets you synchronize products between the two systems creating a unified catalog regardless of the size of your existing database. Leverage product attributes, hierarchy, promotional items, and numerous other features to simplify your catalog management duties.

Document flow automation. The Magento 2 bpm’online integration lets you manage, track, and link documents. Note that each one has its history. Besides, the platform offers an approval mechanism.

Project management. The Magento 2 Bpm CRM integration lets you manage both internal and external projects using such features as the ability to set project deadlines, assign tasks to employees, control costs, etc. You can also compare planned and actual workload as well as measure time and cost to calculate project efficiency.

Mobile. With the Magento 2 bpm’online integration, you can manage all CRM duties anytime, anywhere due to the mobile integration provided by the platform. Customers, contract, products – everything is available on your smartphone screen.

Knowledge management. The CRM platform offers a knowledge base that stores articles, scripts, and guidelines for your employees. Besides, you can add document templates, presentations, FAQ section, and any other useful materials. Deep social network integration lets you like posts and share ideas and comments.

Synchronization and integration. This article also describes a tool designed to enable the Magento 2 Bpm’online integration. Also, you can connect the platform to other system using the default means.

System designer. If necessary, extended capabilities for user interface customization are under your disposal!

Industries

Financial Services. You can use Bpm’online to leverage software solutions for many verticals and industries related to financial services.

Media & Advertising. Bpm’online Offers the following tools in this sphere: billing management, advertising sites management; project management, as well as numerous others.

Telecommunications. Efficient communication with subscribers across all channels is another significant benefit of the platform. Besides, Bpm’online offers such industry-specific features as telemarketing contact centers automation.

Public Sector. If you work in the public sector, Bpm’online lets you boost operational efficiency and provide an exceptional level of service to citizens. At the same time, you can centralize data and increase transparency.

Logistics. Bpm’online enables you to automate key business processes as well as provides in-depth insights to let you make well-informed decisions in the sphere of transportation and logistics.

Pricing

Bpm’online offers several business models with different functionality and price:

Team is a perfect solution for small and medium business with direct sales teams, which starts at $25 per user per month.

Commerce is the best choice for e-commerce for $30 per user per month.

Enterprise is developed for medium and large enterprises and starts from $50 per user per month.

For further information about features included in each plan, follow this link: Bpm’online pricing.

Magento 2 Bpm’online Integration

Now, when you know about significant benefits, products, and industries of Bpm’online, we’d like to draw your attention to another important topic – the Magento 2 Bpm’online integration. Unfortunately, you cannot use the default tools to connect your e-commerce store to the CRM platform, but there is a solution that enables seamless integration. Meet the Improved Import & Export Magento 2 extension – a universal tool that allows numerous Magento 2 integrations with external systems and other Magento 2 websites.

The module is designed to help you connect your Magento 2 website to Bpm’online in a matter of minutes. And you can achieve this goal without a single line of code! It is only necessary to install the extension on your e-commerce website and let is automate data transfers between Magento 2 and Bpm’online. Improved Import & Export creates a bridge between the two platforms based on API connections.

Features

The Improved Import & Export extension lets you leverage the following enhancements to run the Magento 2 Bpm’online integration seamlessly:

Attributes mapping to improve the accuracy of Magento 2 data in Bpm’online;

Automate data transfers via schedules or triggers.

Support for multiple stores;

Support for various currencies.

Let’s explore several use cases to illustrate the functionality of the plugin from the perspective of the Magento 2 Bpm’online integration. Note that if Bpm’online does not support some of the following entities, you can still leverage the described processes for integration with other systems.

Product Data

When you add a new product, update an existing one, or apply changes to the inventory, the Improved Import & Export Magento 2 extension transfers all the corresponding data to Bpm’online updating the CRM platform.

Customer Data

When a new customer registers on your Magento 2 storefront, Improved Import & Export can send the corresponding data to Bpm’online. When a registered customer applies changes to his/her existing account, the module can transfer the data to the CRM platform.

Income Tracking

Income tracking is another opportunity related to Improved Import & Export. Our extension can quickly transfer income data from your e-commerce website to Bpm’online and back if the CRM platform requires it.

Payment Methods Mapping

Another opportunity related to Magento 2 integration with external systems is related to payment methods mapping. To enable free data transfers between the platforms, you can map them within a few clicks. It doesn’t affect the synchronization with Bpm’online; however, you can leverage this feature in other integrations.

Tax Rates Mapping

The same is about tax rates: the Improved Import & Export module provides the ability to map tax rates used in Magento 2 to an external system, ensuring that tax calculations are correct.

Bpm’online API

Bpm’online supports a wide range of integrations, but accessing Bpm’online by a third-party application requires authentication. Also, note that a wide range of integration capabilities is available through API provided by the DataService web service. The data exchange is based on XML and JSON files.

It is also worth mentioning that some APIs require your access role to have specific privileges. Otherwise, you won’t build the connection. And of course, previous API experience is mandatory to connect your e-commerce store to the CRM platform. Luckily, there is a more intuitive and user-friendly solution!

With the Improved Import & Export extension, the Magento 2 Bpm’online integration is seamless, secure, and unlimited! The module uses the REST API to connect your e-commerce website to the external system and can also leverage SOAP and other standards to create any connections. To enable the Magento 2 Bpm’online integration, the plugin generates multiple API bridges, exchanging all entities between the two systems. You only have to install and configure it or ask our team to do that.

Improved Import & Export Magento 2 Extension Features

We’ve already explored the CRM platform as well as some essential nuances of the Magento 2 Bpm’online integration. Therefore, let’s take a look at the Improved Import & Export features that simplify the data synchronization between the two systems. Since our extension completely revamps the default import and export functionality of the platform, you get an absolutely new way of data transfers, which helps you avoid many issues associated with the built-in tools.

The default instruments don’t let you do the following things:

Establish API connections;

Automate data transfers;

Map attributes;

Leverage import/export of all entities.

As a result, it is necessary to repeat numerous processes every time a data transfer between Magento 2 and Bpm’online is required. Usually, you have to recreate changes applied to your e-commerce store in a CRM system manually. Since the integration requires multiple updates per day, it turns into a complete waste of time. But the problem can be easily solved with the help of a more reliable solution.

The Improved Import & Export extension allows transferring all information from Magento 2 to Bpm’online and back. Note that all processes are automated: relax while the plugin transfers data, matches different external attributes and their values from one system to another, leverages multiple API connections in the integration working with all entities. The Magento 2 Bpm’online integration becomes a breeze with our module.

Schedules

Schedules represent the most intuitive and straightforward way of automation in different data transfers, including the Magento 2 Bpm’online integration. The flow of information between the two systems is based on cron. You specify a time interval and the extension imports/exports updates according to it letting you create fully independent import and export jobs with several different options:

custom intervals,

customizable, predefined update schemes,

profiles with no schedules (which are suitable for maintaining such tasks as migration to Magento 2),

Events

Event-based triggers are another huge improvement provided by the Improved Import & Export extension. They introduce a more flexible approach to the Magento 2 Bpm’online integration exchanging data in real time. Use the following algorithm to automate data transfers between the two systems:

Create a trigger;

Connect it to an event;

Link an action to a trigger to launch it automatically.

Thus, transferring data to Bpm’online with the help of a trigger dramatically simplifies the integration. When something happens in Magento 2, the plugin transfers the corresponding data to the CRM platform.

For instance, a customer creates an account on your website; the extension rapidly provides the corresponding data to Bpm’online. The Magento 2 Bpm’online Integration Add-On for Improved Import & Export will help you forget about creating similar schemes manually! Follow the link below for more information regarding triggers: How to Run Magento 2 Import or Export After Specific System Event or Process.

Advanced Mapping Features

Map Bpm’online attributes to ones used in Magento 2 and vice versa to enable automated data transfers between the two systems. The Improved Import & Export Magento 2 extension radically simplifies the Bpm’online Magento 2 integration in terms of attributes and their values with the help of the following features:

Mapping Presets

Use our module to solve the problem of different attribute standards without headaches and enable the Magento 2 Bpm’online integration in the most intuitive way with mapping presets – predefined mapping schemes that eliminate manual attributes matching.

You no longer need to look for unsupported attributes and fix them. Our extension performs all the necessary improvements automatically. It analyzes the input data file transferred from Bpm’online, discovers third-party attributes, and matches them to the ones used in Magento. As for export processes, Magento 2 Bpm’online Integration Add-One for Improved Import & Export knows what attributes are required by the CRM system and modifies ones utilized in Magento according to the rules of the external platform. You only need to select a matching scheme suitable for your migration:

Matching Interface

Importing/exporting data between Bpm’online and Magento 2 can also be based on manual attributes mapping right in the Magento admin! The Improved Import & Export module provides a unique matching interface which offers full control over the process: you specify external (internal) attributes and link them to the corresponding internal (external) ones in a particular grid enabling the data transfer. Here is how everything works:

Attribute Values Mapping

The Improved Import & Export Magento 2 extension offers a separate interface for attribute values mapping that provides the ability to simplify the Magento 2 Bpm’online synchronization and automate it entirely. With our plugin, third-party designations will no longer interrupt transfers from Bpm’online to Magento 2 since you can choose an external value and specify its replacement. Repeat the procedure until all third-party designations are mapped to ones utilized in Magento 2. Note that the created schemes are saved and applied for further updates. For more details, read this article: Attribute Values Mapping.

Attribute Values Editing

If attribute values mapping is not enough, you can rely on attribute values editing. Transferring data from Bpm’online or other systems to Magento 2 can be automated with the ability to modify attribute values in bulk. Use the following rules:

Category Mapping

You won’t use category mapping in the Magento 2 Bpm’online integration. However, it dramatically simplifies other connection. You can match external categories to ones used internally, reducing the number of difficulties that usually occur when products are transferred from other platforms to Magento 2. The Improved Import & Export module allows mapping external product categories to ones used in your catalog as follows:

To create new categories right in the import job, choose a parent category, and specify a new one that will be generated automatically. Thus, the extension will link products to it during the import process. If your Magento 2 website doesn’t include a category from an imported file, it’s no longer a problem. You can find more information about this feature here: Category Mapping.

Attributes On The Fly

And if a data file provided from an external system lacks attributes, the Improved Import & Export Magento 2 extension lets you create them on the fly via the following general form:

Extended Connectivity Options

The fundamental aspect of the Improved Import & Export Magento 2 extension that enables the Magento 2 Bpm’online integration, as well as multiple other connections, is support for additional connectivity options. Designed to improve all data transfers and make the seamless Magento 2 Bpm’online integration possible, they include numerous file formats and two alternative ways of transferring data between your e-commerce store and external systems. As for Bpm’online, the REST API standard is utilized as a first way of the integration.

Multiple File Standards

Although the Magento 2 Bpm’online integration cannot be based on data files, you can leverage them in other integrations. The Improved Import & Export extension supports CSV, XML, JSON, ODS, and Excel as well as unpacks file archives automatically while the default tools work with uncompressed CSV files only!

Multiple File Sources

The following file sources can be leveraged to import and export data files between Magento 2 and external systems:

Alternative Ways of Import & Export

Note that the alternative ways of import and export are not represented in Magento 2 by default. However, direct API connections are the only way to enable the Magento 2 Bpm’online integration.

As we’ve mentioned above, the Improved Import & Export extension provides the ability to leverage REST for the Magento 2 Bpm’online synchronization as well as other APIs if necessary. For instance, our module also works with SOAP (which is deprecated in the case of Bpm’online ) and GraphQL.

Note that all API connections support other extension’s features so that you can leverage mapping, schedules, and attributes on the fly while transferring data from Magento 2 to Bpm’online via REST API.

As for the intermediary services, you can rely on Google Sheets, Office 365 Excel, and Zoho Sheet transferring data to your e-commerce store. Although it is impossible to utilize them for the Magento 2 Bpm’online integration, other connections can be established with the help of various online sheets. The following image shows how to use Google Sheets to move data to Magento 2:

And of course, the Improved Import & Export extension opens completely new possibilities with support for WSDL and WADL.

The video below displays other details of our extension:

Final Words

Bpm’online is a fully-featured CRM system with a plan designed especially for e-commerce merchants. You can freely connect the platform with your Magento 2 website using the Improved Import & Export extension. For further information about the Magento 2 Bpm’online integration, follow the link below and contact our support: